SPDR S&P 500 ETF Trust
SPY- 交易所
- NYSE
- SEC CIK
- 0000884394
近 90 天，SPDR S&P 500 ETF Trust 沒有內部人公開市場買賣的申報；2026 年第 2 季末有 4,668 家機構在 13F 申報持有，市值合計 $4,483 億；索羅斯基金管理、吉維尼資本等 4 位大師持有。
2022 年第 3 季 13F 持有人
SPDR S&P 500 ETF Trust 在 2022/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,059
- 較 2022 年第 2 季 +5 家
- 持有股數
- 5.63 億
- 較 2022 年第 2 季 +1,420 萬 (+2.6%)
- 總市值
- $2,009 億
- 較 2022 年第 2 季 −$60.2 億 (−2.9%)
- 新進機構
- 144
- 另有 1,321 家加碼
- 清倉機構
- 139
- 另有 1,170 家減碼
另有 45 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SPY 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 4,668 | $4,483 億 |
| 2026 年第 1 季 | 4,600 | $3,569 億 |
| 2025 年第 4 季 | 4,646 | $3,747 億 |
| 2025 年第 3 季 | 4,264 | $3,577 億 |
| 2025 年第 2 季 | 4,245 | $3,430 億 |
| 2025 年第 1 季 | 4,189 | $3,136 億 |
| 2024 年第 4 季 | 4,242 | $3,425 億 |
| 2024 年第 3 季 | 3,807 | $3,285 億 |
| 2024 年第 2 季 | 3,766 | $2,996 億 |
| 2024 年第 1 季 | 3,705 | $3,042 億 |
| 2023 年第 4 季 | 3,694 | $2,951 億 |
| 2023 年第 3 季 | 3,329 | $2,309 億 |
| 2023 年第 2 季 | 3,310 | $2,491 億 |
| 2023 年第 1 季 | 3,268 | $2,148 億 |
| 2022 年第 4 季 | 3,310 | $2,078 億 |
| 2022 年第 3 季 | 3,059 | $2,009 億 |
| 2022 年第 2 季 | 3,099 | $2,073 億 |
| 2022 年第 1 季 | 3,144 | $2,588 億 |
| 2021 年第 4 季 | 3,181 | $2,909 億 |
| 2021 年第 3 季 | 2,758 | $2,454 億 |
| 2021 年第 2 季 | 2,744 | $2,313 億 |
| 2021 年第 1 季 | 2,734 | $2,250 億 |
2022 年第 3 季持有機構
每家機構持有 SPDR S&P 500 ETF Trust 的股數、市值與佔組合比重；股數變化跟 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Steel Peak Wealth Management LLC | 73,843 | $2,649 萬 | 2.00% | −12,802−14.8% | 減碼 |
| Bryn Mawr Trust Co | 73,757 | $2,635 萬 | 1.29% | +637+0.9% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 73,403 | $2,634 萬 | 2.97% | +4,387+6.4% | 加碼 |
| Capital Advisors Inc | 73,516 | $2,629 萬 | 0.82% | +30,183+69.7% | 加碼 |
| Caldwell Trust Co | 73,489 | $2,625 萬 | 3.90% | +2,723+3.8% | 加碼 |
| Capital Wealth Planning, LLC | 87,118 | $2,612 萬 | 0.48% | +12,612+16.9% | 加碼 |
| Vantage Financial Partners Ltd., Inc. | 73,016 | $2,608 萬 | 16.86% | +826+1.1% | 加碼 |
| Janney Capital Management LLC | 72,926 | $2,605 萬 | 2.12% | +68,990+1,752.8% | 加碼 |
| Buckingham Strategic Wealth, LLC | 72,842 | $2,602 萬 | 0.53% | +1,463+2.0% | 加碼 |
| GYL Financial Synergies, LLC | 72,548 | $2,591 萬 | 7.07% | −2,478−3.3% | 減碼 |
| LSP Investment Advisors, LLC | 72,200 | $2,579 萬 | 10.92% | 00.0% | 不變 |
| StrategIQ Financial Group, LLC | 71,970 | $2,571 萬 | 3.27% | +4,289+6.3% | 加碼 |
| Evermay Wealth Management LLC | 71,303 | $2,558 萬 | 5.09% | +1,283+1.8% | 加碼 |
| Clark Financial Services Group Inc | 71,275 | $2,546 萬 | 26.78% | +71,275 | 新進 |
| MKT Advisors LLC | 71,122 | $2,540 萬 | 22.08% | −1,659−2.3% | 減碼 |
| CPWM, LLC | 71,089 | $2,539 萬 | 2.39% | +1,453+2.1% | 加碼 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 69,112 | $2,516 萬 | 5.82% | 00.0% | 不變 |
| Zacks Investment Management | 69,730 | $2,491 萬 | 0.40% | +17,861+34.4% | 加碼 |
| SIG North Trading, ULC | 69,504 | $2,483 萬 | 8.91% | +69,504 | 新進 |
| Institutional & Family Asset Management, LLC | 69,344 | $2,477 萬 | 4.46% | +1,133+1.7% | 加碼 |
| Advisory Services Network, LLC | 69,211 | $2,472 萬 | 0.87% | +15,542+29.0% | 加碼 |
| Birinyi Associates Inc | 68,630 | $2,451 萬 | 11.43% | −1,650−2.3% | 減碼 |
| BigSur Wealth Management LLC | 67,874 | $2,435 萬 | 12.32% | +1,430+2.2% | 加碼 |
| MMBG Investment Advisors Co. | 68,037 | $2,430 萬 | 3.25% | 00.0% | 不變 |
| Point72 Asset Management, L.P. | 67,971 | $2,428 萬 | 0.11% | −133,221−66.2% | 減碼 |
| RSM US Wealth Management LLC | 67,938 | $2,427 萬 | 1.40% | +2,332+3.6% | 加碼 |
| Choate Investment Advisors | 67,840 | $2,423 萬 | 1.60% | −313−0.5% | 減碼 |
| Advisor Resource Council | 67,657 | $2,417 萬 | 16.95% | −99,876−59.6% | 減碼 |
| IFP Advisors, Inc | 120,944 | $2,407 萬 | 0.71% | +5,087+4.4% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 65,910 | $2,369 萬 | 0.58% | +15,907+31.8% | 加碼 |
| Meridian Wealth Management, LLC | 66,118 | $2,362 萬 | 2.54% | +1,909+3.0% | 加碼 |
| Accuvest Global Advisors | 65,896 | $2,354 萬 | 16.09% | +35,741+118.5% | 加碼 |
| Sunflower Bank, N.A. | 65,760 | $2,349 萬 | 5.33% | −11,426−14.8% | 減碼 |
| Hall Kathryn A. | 65,580 | $2,342 萬 | 9.71% | 00.0% | 不變 |
| J. Goldman & Co LP | 65,552 | $2,341 萬 | 1.75% | −29,949−31.4% | 減碼 |
| Seven Post Investment Office LP | 65,464 | $2,338 萬 | 9.11% | −810−1.2% | 減碼 |
| Condor Capital Management | 65,396 | $2,336 萬 | 3.04% | −1,318−2.0% | 減碼 |
| Oppenheimer & Co Inc | 65,095 | $2,325 萬 | 0.54% | +2,541+4.1% | 加碼 |
| Roth Financial Partners LLC | 65,002 | $2,324 萬 | 18.64% | +4,306+7.1% | 加碼 |
| Amarillo National Bank | 65,038 | $2,323 萬 | 5.38% | −921−1.4% | 減碼 |
| Clear Harbor Asset Management, LLC | 65,015 | $2,322 萬 | 3.24% | +240.0% | 加碼 |
| Dumont & Blake Investment Advisors LLC | 64,529 | $2,305 萬 | 8.63% | −94−0.1% | 減碼 |
| Stevens Capital Management LP | 64,500 | $2,304 萬 | 14.76% | +26,400+69.3% | 加碼 |
| First Western Trust Bank | 64,296 | $2,297 萬 | 1.54% | +1,163+1.8% | 加碼 |
| Inscription Capital, LLC | 64,233 | $2,294 萬 | 6.48% | +101+0.2% | 加碼 |
| Cypress Capital, LLC | 64,202 | $2,293 萬 | 8.08% | −29,744−31.7% | 減碼 |
| Frank, Rimerman Advisors LLC | 64,163 | $2,292 萬 | 8.27% | +297+0.5% | 加碼 |
| Aspiriant, LLC | 63,996 | $2,287 萬 | 1.12% | −1,486−2.3% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 64,014 | $2,286 萬 | 9.68% | −902−1.4% | 減碼 |
| Wealth Advisory Solutions, LLC | 64,002 | $2,286 萬 | 6.32% | −4,953−7.2% | 減碼 |
| Afg Fiduciary Services Limited Partnership | 63,929 | $2,283 萬 | 21.51% | +374+0.6% | 加碼 |
| MGO Private Wealth, LLC | 63,909 | $2,283 萬 | 10.86% | +63,909 | 新進 |
| Kovitz Investment Group Partners, LLC | 63,779 | $2,278 萬 | 0.53% | −80,734−55.9% | 減碼 |
| Pacific Wealth Management | 63,680 | $2,275 萬 | 20.19% | −4,377−6.4% | 減碼 |
| CoreCap Advisors, LLC | 62,970 | $2,249 萬 | 1.89% | −2,983−4.5% | 減碼 |
| First Financial Bank - Trust Division | 62,928 | $2,248 萬 | 2.76% | −2,338−3.6% | 減碼 |
| Johnson Financial Group, Inc. | 58,755 | $2,247 萬 | 2.07% | −11,419−16.3% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 62,719 | $2,242 萬 | 6.16% | +37+0.1% | 加碼 |
| First Nebraska Trust Co | 62,520 | $2,233 萬 | 3.20% | +606+1.0% | 加碼 |
| North Star Investment Management Corp. | 62,198 | $2,222 萬 | 2.18% | +605+1.0% | 加碼 |
| Abbrea Capital, LLC | 61,794 | $2,217 萬 | 4.19% | −1,512−2.4% | 減碼 |
| 4Thought Financial Group Inc. | 62,010 | $2,215 萬 | 21.78% | +873+1.4% | 加碼 |
| NEIRG Wealth Management, LLC | 61,968 | $2,213 萬 | 4.43% | −2,401−3.7% | 減碼 |
| Jackson, Grant Investment Advisers, Inc. | 61,947 | $2,213 萬 | 11.57% | +60+0.1% | 加碼 |
| Northwest & Ethical Investments L.P. | 61,900 | $2,211 萬 | 0.89% | +10,700+20.9% | 加碼 |
| MTC Wealth Management LLC | 61,511 | $2,197 萬 | 12.42% | −973−1.6% | 減碼 |
| Adviser Investments LLC | 61,107 | $2,183 萬 | 1.54% | +324+0.5% | 加碼 |
| Calamos Wealth Management LLC | 60,786 | $2,171 萬 | 1.87% | +1,922+3.3% | 加碼 |
| Perigon Wealth Management, LLC | 60,351 | $2,156 萬 | 1.86% | −625−1.0% | 減碼 |
| Signaturefd, LLC | 60,099 | $2,147 萬 | 0.74% | −179−0.3% | 減碼 |
| Chesley Taft & Associates LLC | 59,897 | $2,139 萬 | 1.57% | −1,747−2.8% | 減碼 |
| V Wealth Advisors LLC | 59,834 | $2,137 萬 | 4.29% | −720−1.2% | 減碼 |
| Assetmark, Inc | 59,639 | $2,137 萬 | 0.10% | +57,160+2,305.8% | 加碼 |
| Schechter Investment Advisors, LLC | 59,537 | $2,127 萬 | 2.10% | +50,187+536.8% | 加碼 |
| Washburn Capital Management, Inc. | 59,525 | $2,126 萬 | 20.33% | −1,312−2.2% | 減碼 |
| Spire Wealth Management | 59,316 | $2,119 萬 | 1.29% | −37,852−39.0% | 減碼 |
| Laurel Wealth Advisors, Inc. | 59,257 | $2,117 萬 | 2.26% | +7,332+14.1% | 加碼 |
| Maven Securities LTD | 59,091 | $2,111 萬 | 0.98% | −97,989−62.4% | 減碼 |
| Bromfield Sneider Wealth Advisors | 58,960 | $2,106 萬 | 24.90% | +106+0.2% | 加碼 |
| Associated Banc-Corp | 58,832 | $2,101 萬 | 0.97% | +395+0.7% | 加碼 |
| Howland Capital Management LLC | 58,201 | $2,088 萬 | 1.34% | +2,014+3.6% | 加碼 |
| Integrated Wealth Concepts LLC | 58,169 | $2,078 萬 | 0.66% | −5,414−8.5% | 減碼 |
| Summit Trail Advisors, LLC | 57,820 | $2,075 萬 | 1.12% | +222+0.4% | 加碼 |
| Credit Agricole S A | 57,860 | $2,065 萬 | 0.69% | −35,131−37.8% | 減碼 |
| Squarepoint Ops LLC | 57,495 | $2,054 萬 | 0.18% | +57,495 | 新進 |
| Bank of the West | 57,155 | $2,041 萬 | 2.66% | +3,482+6.5% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 56,970 | $2,035 萬 | 14.98% | +822+1.5% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 56,711 | $2,026 萬 | 0.24% | +56,711 | 新進 |
| Raymond James Trust N.A. | 56,641 | $2,023 萬 | 0.75% | +4,108+7.8% | 加碼 |
| Eagle Capital Management LLC | 56,514 | $2,019 萬 | 0.09% | −116,774−67.4% | 減碼 |
| Erste Asset Management GmbH | 56,050 | $2,002 萬 | 0.45% | +440+0.8% | 加碼 |
| Solitude Financial Services | 55,591 | $1,986 萬 | 14.50% | +302+0.5% | 加碼 |
| Swiss Life Asset Management Ltd | 54,900 | $1,962 萬 | 0.34% | −6,800−11.0% | 減碼 |
| IPG Investment Advisors LLC | 54,395 | $1,951 萬 | 5.47% | −5,614−9.4% | 減碼 |
| Granby Capital Management, LLC | 54,500 | $1,947 萬 | 18.58% | −16,000−22.7% | 減碼 |
| IFG Advisors, LLC | 54,468 | $1,946 萬 | 9.85% | +1,434+2.7% | 加碼 |
| Cardiff Park Advisors, LLC | 54,357 | $1,942 萬 | 3.04% | −160.0% | 減碼 |
| Telemus Capital, LLC | 54,059 | $1,931 萬 | 1.98% | −20,306−27.3% | 減碼 |
| 1607 Capital Partners, LLC | 53,895 | $1,925 萬 | 1.49% | −18,700−25.8% | 減碼 |
| Trust Co of Virginia | 53,522 | $1,912 萬 | 2.43% | −34−0.1% | 減碼 |